Partner Referral Program
Earn a commission when you refer clients who need financing.
For CPAs, attorneys, insurance agents, brokers, and loan officers: refer business owners from your existing client base and earn a commission on every deal that closes.
- Free to join
- No sales required
- Monetize your leads
- Earn commissions
Join the partner network
Tell us a little about you and we’ll walk you through the program.
Prefer the phone? Call +1 (424) 355-4686
You’re on the list.
Thanks for your interest in the Partner Referral Program. We’ll reach out shortly to walk you through it. Questions in the meantime? Call +1 (424) 355-4686.
How it works
A revenue stream hiding in your client list.
You already know which clients are buying a building, expanding, or refinancing. Make the introduction, and we handle everything after it.
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Join for free
There’s no cost to sign up. We walk you through how referrals work and the financing we arrange.
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Refer a client
Look through your existing client base for business owners who could use commercial financing, and pass along the lead.
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Get paid when it closes
We do the selling, the paperwork, and the lender work. When the deal goes through, you earn your commission.
No sales required
After the introduction, we handle the deal.
It adds to your bottom line without changing how you run your practice.
Our part
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Qualify the deal
We take the first conversation with your client and tell them honestly whether it fits.
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Build the package
We collect the documents and put the file together.
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Find the right lender
Banks, credit unions, agency, private money, life companies, or debt funds.
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Get it to closing
We carry the deal through underwriting and conditions to the closing table.
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Pay your commission
When the deal you referred closes, you get paid.
Who it’s for
Built for professionals with a client base.
If business owners already trust you with their money, their taxes, or their property, you’re well placed to spot who needs funding.
- CPAs
- Attorneys
- Insurance Agents
- Tax Preparers
- Real Estate Brokers
- Residential Loan Officers
- Residential Loan Companies
- Join the network
Questions
What partners ask us.
Does it cost anything to join?
No. There’s no cost to sign up and no cost to refer a client.
Do I have to sell anything?
No sales are required. You make the introduction, and our team handles the conversation, the paperwork, and the lenders from there.
When do I get paid?
You earn your referral commission when the deal you referred goes through. We’ll walk you through the details when you join.
Which clients make good referrals?
Business owners buying, refinancing, or pulling equity from commercial property, or looking for working capital. See our loan programs for the financing we arrange.
Partner program
Questions about becoming a partner?
Call +1 (424) 355-4686 or email info@adelantegroupsbf.com.